Key Capital Management, INC
689 holdingsFiling period: 2026-03-31Current AUM: $160.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCEC | CAPITOL SER TR | 1.05M | $26.3M | $25.8M | 16.09% | +350.8K | 2026-03-31 |
| 2 | IWY | ISHARES TR | 54.2K | $13.5M | $15.0M | 9.35% | +27.1K | 2026-03-31 |
| 3 | IWX | ISHARES TR | 92.2K | $8.5M | $10.2M | 6.35% | +42.7K | 2026-03-31 |
| 4 | SCEP | STERLING CAP FDS | 269.0K | $6.3M | $6.7M | 4.18% | -- | 2026-03-31 |
| 5 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 182.3K | $5.5M | $4.9M | 3.09% | +22.6K | 2026-03-31 |
| 6 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 226.8K | $5.3M | $5.3M | 3.31% | +35.5K | 2026-03-31 |
| 7 | SCMC | STERLING CAP FDS | 194.0K | $4.8M | $4.8M | 3.02% | -- | 2026-03-31 |
| 8 | EFV | ISHARES TR | 64.5K | $4.8M | $5.2M | 3.26% | +28.9K | 2026-03-31 |
| 9 | IWS | ISHARES TR | 31.3K | $4.6M | $5.2M | 3.26% | +14.8K | 2026-03-31 |
| 10 | EFG | ISHARES TR | 38.0K | $4.2M | $4.6M | 2.88% | +16.6K | 2026-03-31 |
| 11 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | 135.5K | $4.0M | $3.9M | 2.41% | +55.2K | 2026-03-31 |
| 12 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | 155.9K | $3.8M | $3.9M | 2.46% | +70.6K | 2026-03-31 |
| 13 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 186.4K | $3.8M | $3.7M | 2.30% | +37.7K | 2026-03-31 |
| 14 | IEMG | ISHARES INC | 51.8K | $3.6M | $4.0M | 2.51% | +22.6K | 2026-03-31 |
| 15 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | 170.5K | $2.6M | $2.7M | 1.68% | +22.9K | 2026-03-31 |
| 16 | VTWO | VANGUARD SCOTTSDALE FDS | 23.3K | $2.3M | $2.7M | 1.72% | +10.9K | 2026-03-31 |
| 17 | AAPL | APPLE INC | 8.1K | $2.0M | $2.5M | 1.56% | +910 | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 4.7K | $1.5M | $1.7M | 1.09% | +4.2K | 2026-03-31 |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | 23.3K | $1.4M | $1.4M | 0.85% | -- | 2026-03-31 |
| 20 | IWP | ISHARES TR | 10.7K | $1.4M | $1.5M | 0.92% | +6.4K | 2026-03-31 |
| 21 | GAEM | SIMPLIFY EXCHANGE TRADED FUN | 49.9K | $1.3M | $1.3M | 0.83% | +7.4K | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 1.8K | $1.2M | $1.3M | 0.83% | +91 | 2026-03-31 |
| 23 | IVV | ISHARES TR | 1.6K | $1.1M | $1.2M | 0.77% | +1.3K | 2026-03-31 |
| 24 | SCNM | STERLING CAP FDS | 42.9K | $1.1M | $1.1M | 0.66% | -- | 2026-03-31 |
| 25 | VXUS | VANGUARD STAR FDS | 12.4K | $959K | $1.1M | 0.66% | +12.3K | 2026-03-31 |
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